CAAB

Investing in People, Strengthening Communities

CAAB Seeks an Administrative Associate, Matched Savings

The Administrative Associate, Matched Savings is responsible for providing day-to-day support to CAAB programs; communicating with participants; and ensuring program entry and document compliance, participant support, and data entry.

 JOB DESCRIPTION

ADMINISTRATIVE ASSOCIATE, MATCHED SAVINGS  

BACKGROUND:

Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to create opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future. 

CAAB’s Matched Savings Programs allow qualified individuals to save a specific amount of money. Once they complete program requirements, their savings will be matched by CAAB to use toward their approved asset purchases such as education, buying a home, business, emergency savings, etc. 

Position Summary: The Administrative Associate, Matched Savings is responsible for providing day-to-day support to CAAB programs; communicating with participants; and ensuring program entry and document compliance, participant support, and data entry. 

 

JOB RESPONSIBILITIES: 

  • Enter critical participant data into CAAB database system(s).
  • Review applications and withdrawal requests received from participants and ensure the completeness of required documents and program compliance.
  • Generate “Welcome Letter” to participants with account information.
  • Assist participants with information regarding their bank statements, deposits, and withdrawals
  • Support the day-to-day supervision of withdrawal requests received from participants and send it to CAAB’s accounting department.
  • Respond to participants’ inquiries regarding their reapplications and withdrawal requests via e-mail and/or phone.
  • Ensure program documents are securely stored in CAAB system and program database folders.
  • Work with CAAB staff to develop and distribute outreach and marketing materials for CAAB's programs, including providing descriptions and distributing outreach materials to target populations.
  • Organize folders and data upkeep. 
  • Other related duties as assigned.

QUALIFICATIONS:

  • A minimum of five years of relevant experience.
  • Demonstrated experience managing multiple tasks simultaneously.
  • Expertise in using technology to record and share information, and streamline operations.
  • Have strong customer relations skills. 

REQUIRED KNOWLEDGE AND SKILLS:

  • Organized with a strong attention to detail.
  • Able to work independently and under pressure.
  • Able to meet tight deadlines in a fast-paced environment under minimal supervision.
  • Excellent communication and technical writing skills, full command of MS Office products, technology skills.
  • Excellent time management and organization skills.
  • Ability to listen to customer needs.
  • Experience working with low- and moderate-income individuals and families.
  • Cultural understanding and awareness of socio-economic matters in the Washington metropolitan region. 

DESIRED QUALIFICATIONS AND SKILLS:

  • We support equal employment opportunity. We highly encourage people of color and bilingual to apply.
  • Knowledge of digital multimedia tools is a plus.

Hours: 9:00 AM - 5:00 PM Monday through Friday with some evening and weekend hours required as needed.

FBI/Police clearance and DC Child Protective Registry clearance are required.

 

HOW TO APPLY: Email your resume and cover letter to


    About Capital Area Asset Builders

    Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to create opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future. 

    Connect with CAAB via our social media platforms:

    How to give

    Now, more than ever, non-profits like Capital Area Asset Builders (CAAB) need your help. Please support CAAB as we continue to help DC residents manage and/or improve their financial situation during these difficult times. If you can't afford to give a monetary gift, please visit our Amazon Wish List where you can choose from a variety of items that CAAB needs in order to better serve our community.

    or send a check or money order to
    Capital Area Asset Builders (CAAB)
    c/o Joseph Leitmann-Santa Cruz, CEO & Executive Director
    1100 H Street NW, Suite 200
    Washington, DC 20005